Who’s Left to Sell U.S. Stocks? Mood Darkens Most Since Volcker

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Investors hate stocks– again. Source: Bloomberg.com – video report Date: Sep 21, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-21/who-s-left-to-sell-u-s-stocks-mood-darkens-most-since-volcker Questions for Discussions: Why are investors leaving markets? What are the reasons given for optimism at this time? Do you agree with this analysis and assessment?

Opinion: Forget VW — GM and Ford stocks are ‘dirt cheap’

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: With dividend yields above 4% and low P/E valuations, the two major U.S. car companies should be long-term winners Source: MarketWatch.com Date: Sep 25, 2015 Link: http://www.marketwatch.com/story/forget-vw-gm-and-ford-stocks-are-dirt-cheap-2015-09-25?dist=countdown Questions for discussion: Explain the reasoning behind the recommendations in this report. Do you agree?

The hedge funder at the center of the drug-increase controversy has a long history of alleged bad behavior

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description: The story of a young former hedge fund manager buying a lifesaving drug and then jacking up the price by more than 5,000% has ignited a firestorm. Source: BusinessInsider.com Date: Sep 24, 2015 Link: http://www.businessinsider.com/martin-shkrelis-history-of-lawsuits-2015-9 Questions for discussion: Summarize the arguments presented in this report. Where do you stand with respect to the behavior… Read more »

Fed’s Decision on Rates Rattles Some Global Markets

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis.

Description: Global markets were largely down on Friday after the United States Federal Reserve signaled fresh concerns over slowing growth in China and other emerging markets. Source: NYTimes.com Date: Sep 17, 2015 Link: http://www.nytimes.com/2015/09/19/business/asian-markets-open-with-mixed-response-to-feds-decision-on-rates.html?ref=international Questions for Discussions: What are the reasons given for global market movements? Do you agree with this analysis?

Occam’s razor says the stock market is in a downtrend

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Investors can forget the “death cross,” “bearish divergences” and “symmetrical triangles,” and what the Federal Reserve says it will do about interest rates, and just focus on Occam’s razor: The S&P 500 abandoned its long-term uptrend in late August, meaning it is now in a downtrend. Source: MarketWatch.com Date: Sep 18, 2015 Link: http://www.marketwatch.com/story/occams-razor-says-the-stock-market-is-in-a-downtrend-2015-09-18… Read more »

Prince: corporate debt is way too high

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Corporate America has been tapping into the cheap stream and with normalized interest rates on the horizon, David Prince, Founder & President, Harbinger Capital Markets Research says debt levels have gotten altogether too high. Source: BNN.com – video report Date: Sep 11, 2015 Link: http://www.bnn.ca/Video/player.aspx?vid=702589 Questions for Discussions: Summarize the analysis presented by David… Read more »

Is $20 oil possible after all?

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: BNN speaks with Ira Epstein, Managing Director, Ira Epstein Division of Linn & Associates about the latest trading activity in oil and Goldman Sachs’ warning that $20 oil is possible amid a relentless supply glut. Source: BNN.com – video report Date: Sep 11, 2015 Link: http://www.bnn.ca/Video/player.aspx?vid=702465 Questions for Discussions: Summarize the analysis presented by… Read more »

Now you can brew Campbell’s soup in a Keurig

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Description: The coffeemaker has partnered with the 146-year-old soup company to produce “Campbell’s Fresh-Brewed Soup.” Source: CNNMoney.com – video report Date: Sep 10, 2015 Link: http://for.tn/1J0nBn1 Questions for Discussions: Do you think Keurig customers will start using their devices to make soup? How has the company done financially?

Disney bought $2.4 billion of its own stock during market freakout

Posted by & filed under Growth & Valuation, Management Issues.

Description: When Disney (DIS) and other media stocks crumbled last month, the home of Star Wars seized on the opportunity to buy back its stock at what looked like dirt cheap prices. Source: CNNMoney.com – video report Date: Sep 10, 2015 Link: http://money.cnn.com/2015/09/11/investing/disney-bought-stock-media-espn-star-wars/index.html?iid=surge-stack-dom Questions for discussion: Explain Disney’s stock surge over recent years? Does Disney… Read more »